Latest Market Positioning News

Astron Limited’s updated economic study for Phase 2 of its Donald Rare Earth and Mineral Sands Project reveals a $1.5 billion incremental pre-tax NPV8 and a mine life extended to 52 years, doubling ore throughput and reinforcing the project’s long-term strategic value.

Rimfire Pacific Mining will increase its interest in the Avondale Project to 60% after Golden Plains Resources vested its 40% stake. The project holds significant scandium deposits in NSW's Fifield District, with Rimfire set to manage the joint venture and fund future exploration alongside its partner.

Lodestar Minerals (ASX:LSR) confirms large-scale IOCG mineralisation in Chile and high-grade heavy rare earths in the USA, while progressing a 10,000m gold drilling program in Western Australia targeting a maiden resource.

Nanoveu Limited has completed tape-out of its next-generation 16nm ECS-DoT AI chip, progressing its ultra-low-power edge AI commercialisation, while bolstering its drone systems capabilities through the Spinoff Robotics acquisition.

Centuria Industrial REIT (ASX: CIP) has declared a steady quarterly distribution of 4.20 cents per unit for the June 2026 quarter, with its Distribution Reinvestment Plan remaining suspended.

DXN Limited has landed a landmark A$8.8 million contract to deliver a 1.36MW AI High Performance Computing modular data centre for a US-based neo-cloud operator, marking a significant entry into the global AI HPC market.

Megaport has landed four major AI infrastructure contracts worth A$459 million, fueling its plan to build a globally-distributed AI inference cloud supported by a new A$350 million GPU Pool. The company is raising A$827 million through a fully underwritten entitlement offer to fund these initiatives and future growth.

Aurora Labs has landed a $1 million Australian Government grant, matched dollar-for-dollar, to boost production of its micro gas turbine propulsion systems for defence applications using commercial 3D printing technology.

Intelligent Monitoring Group (ASX:IMB) has finalized its A$37 million purchase of Wormald NZ and Red Wolf, expanding its New Zealand footprint and projecting a 20.9% accretion in earnings per share.

FOS Capital, through its Aldridge Traffic Systems arm, has landed its largest contract to date, supplying advanced ITS lighting for a major Victorian freeway upgrade, lifting its order book to $9 million.

ArborGen Holdings delivered its strongest revenue in five years with $68.2 million, driven by a 14% surge in Brazil and an 8% rise in adjusted EBITDA despite US market headwinds. The company’s focus on advanced genetics and operational efficiency underpins a confident FY27 outlook.

Veris Limited has landed over $2 million in new contracts across rail, energy, and digital infrastructure, reinforcing its strategy to expand proprietary digital platforms and data-led services.